DOSSIER · 13F-HR · Q2 2026

Brown Financial Advisors

$286M in tracked AUM across 212 positions as of Q2 2026.

BF
CIK 0002035548 · last filed Jun 30, 2026
Total AUM
$286M
as of Q2 2026
Holdings
212
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Brown Financial Advisors filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$19M211K6.5%
02
DMBS
DOUBLELINE ETF TRUST
$11M217K3.7%
03
NVDA
NVIDIA CORPORATION
$8M42K3.0%
04
AVDE
AMERICAN CENTY ETF TR
$6M73K2.3%
05
AMZN
AMAZON COM INC
$6M27K2.2%
06
GOOG
ALPHABET INC
$6M18K2.2%
07
XTEN
BONDBLOXX ETF TRUST
$6M134K2.1%
08
AAPL
APPLE INC
$6M20K2.0%
09
SPDW
SPDR INDEX SHS FDS
$5M106K1.9%
10
RECS
COLUMBIA ETF TR I
$5M115K1.7%

Filing history

2026Q2Jun 30
$286M 8.5%
212 positionsView →
2026Q1Mar 31
$264M 3.4%
209 positionsView →
2025Q4Dec 31
$273M 0.9%
152 positionsView →
2025Q3Sep 30
$271M 5.7%
147 positionsView →
2025Q2Jun 30
$256M 5.6%
138 positionsLocked
2025Q1Mar 31
$243M 2.6%
130 positionsLocked
2024Q4Dec 31
$249M 2.5%
125 positionsLocked
2024Q3Sep 30
$243M 8.5%
125 positionsLocked
2024Q2Jun 30
$224M
219 positionsLocked